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Agents

Named assistants for one job, with their own tables, rules and memory.

An agent is a named assistant for one job. It answers from the tables you choose, follows your team's rules and learns from corrections. Pick an agent in Ask AI.

The Agents page with two agents, Finance and Marketing Agent
Agents: each one lists its data, its status and who it is shared with.

Create an agent

Choose New agent and describe the job, for example "See what finance department is like". You can set agents up with AI in one go.

Choose the databases and tables it may read. The agent can only see data its own scope allows.

Add rules and examples, set who it is shared with, and save. A ready agent appears in Ask AI.

An agent's detail page with its data, instructions and sharing
An agent's page: scope, instructions and sharing.

Agents power panels, automations and datasites.

Reports and datasites

Turn answers into PDF, deck or Excel reports, and into live datasites.

Panels

Ask one question of several agents at once and get one conclusion.

On this page

Create an agent